See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,913 | $148,534+20.5% | $135,903+31.6% | $139,434+28.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.35% | 79.19%-54.8pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $12,699 | $5,243+142.2% | $4,856+161.5% | $4,751+167.3% |
| Participant deferral / active EE | $12,230 | $8,100+51.0% | $7,758+57.7% | $6,710+82.3% |
| Admin fee / account holder | $1,808 | $12,400-85.4% | $10,762-83.2% | $11,403-84.1% |